Lee Miles

Owner/Founder

Lee is the owner and founder of LDM & Associates. He has been in the business for over 15 years and has helped thousands of families achieve financial goals. He has a natural ability to work through the financial planning process to help clients reach their financial goal.

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Brad Miles

INTERNAL OPERATIONS

With over 30 years of management background, Brad knows what is needed in the field for success and works to assist each agent in pursuit of their goals.

Judith Mercado 

OFFICE MANAGER

Judith manages the day to day operations of the office. She takes and directs all phone calls, plans and executes client events, manages our client appreciation system, schedules client annual reviews, maintains the flow and appearance of our workplace and much more!

Kayla Miles

BOOKKEEPING

Kayla handles our bookkeeping. She also assists with client appreciation events. 

Courtney Burdick

AREA COORDINATOR

Courtney assists with the agent side of business as well as the client side. She guides new agents though orientation and training, helps coordinate events, and assists with processing and submitting applications for clients. 

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Graybull Advisors

Key referral partner for investment and wealth management advice

Peggy Miles

CLIENT RELATIONSHIP

Peggy has been a key player in growing and maturing the LDM business and culture. As Lee Miles’ personal assistant, Peggy is very experienced in all aspects of the business. Previous to 2013, Peggy handled all the processing for multiple regions. She truly has a passion for service and seeing others (win). 

Dave Petersen

Vice President- Advanced Annuity Sales

Dave Petersen is the Senior Marketing Consultant for TruChoice Financial Group.  LDM has worked closely with Dave as we help our clients find safe and secure savings strategies. You can rely on him to find ideas, tactics or strategies that will not complicate your life.